We are live on ! Find out more
FIXD icon

First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
201
Private Client Services
Kentucky
$413K +$3.36K +76 +0.8%
HIW
202
Holos Integrated Wealth
Pennsylvania
$396K -$111K -2,518 -22%
WAG
203
Winthrop Advisory Group
Massachusetts
$396K +$402K +9,074 New
AWM
204
Apollon Wealth Management
South Carolina
$385K -$20.8K -469 -5%
TWM
205
TCFG Wealth Management
California
$382K +$1.02K +23 +0.3%
TIA
206
TCFG Investment Advisors
California
$382K +$388K +8,755 New
LWM
207
Lighthouse Wealth Management
Ohio
$377K -$11K -249 -3%
SCM
208
Seascape Capital Management
New Hampshire
$375K
EL
209
EQ LLC
Washington
$375K +$13.8K +312 +4%
SF
210
Summit Financial
New Jersey
$366K -$124K -2,799 -25%
SOS
211
Silver Oak Securities
Tennessee
$355K -$4.66M -105,266 -93%
OFS
212
OneAscent Financial Services
Alabama
$349K -$2.74K -62 -0.8%
VHAM
213
Van Hulzen Asset Management
California
$344K
IAN
214
Integrated Advisors Network
Texas
$337K -$9.25K -209 -3%
RIA
215
Regal Investment Advisors
Michigan
$335K +$23.3K +526 +7%
AFP
216
Ausdal Financial Partners
Iowa
$333K -$42.6K -963 -11%
CFG
217
Cooper Financial Group
California
$321K +$41.7K +942 +15%
SHFA
218
Sherrill & Hutchins Financial Advisory
Georgia
$321K +$326K +7,355 New
SWM
219
Spire Wealth Management
Virginia
$311K -$47K -1,061 -13%
JWCA
220
J.W. Cole Advisors
Florida
$309K -$13.5K -305 -4%
AFG
221
ABLE Financial Group
Arizona
$309K -$28.9K -654 -8%
RFN
222
RDA Financial Network
Iowa
$308K -$34.6K -782 -10%
AAS
223
Asset Allocation Strategies
Michigan
$296K +$28.2K +637 +10%
RFA
224
ROI Financial Advisors
Oregon
$294K +$63.5K +1,435 +27%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$288K +$139K +3,130 +90%